MIFH
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Migdal Insurance & Financial Holdings’s SoFi Technologies SOFI Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.3K Sell
2,750
-40,035
-94% -$678K ﹤0.01% 277
2026
Q1 		$650K Buy
42,785
+35,785
+511% +$754K 0.01% 164
2025
Q4 		$186K Buy
+7,000
New +$195K ﹤0.01% 214
2025
Q3 		– Sell
-3,900
Closed -$71K – 393
2025
Q2 		$71K Hold
3,900
– – ﹤0.01% 247
2025
Q1 		$45K Buy
+3,900
New +$56.2K ﹤0.01% 288

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Migdal Insurance & Financial Holdings's SOFI Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its SoFi Technologies (SOFI) stake by 94% in Q2 2026, selling an estimated $678K and leaving 2,750 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Migdal Insurance & Financial Holdings first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $650K in Q1 2026. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 2,750 shares of SoFi Technologies worth $49.3K as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 40,035 SoFi Technologies shares in Q2 2026, an estimated $678K.
  • SoFi Technologies made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #277 holding.
  • Migdal Insurance & Financial Holdings first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
  • Migdal Insurance & Financial Holdings's SoFi Technologies position peaked at $650K in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.